SemiAnalysis(@SemiAnalysis_):WHAT 1,730 CRYSTAL PULLERS TELL US ABOUT MUSK’S 20 GW PLAN: Musk says SpaceX has a “highly proprietary” plan to add 20 GW of power by end-2027, beyond just gas turbines. Solar is a part of it and things are moving. China shipped 1,730 crystal pullers to the US in Jul–Sep 2026, vs. 15 in the prior 18 months. Pullers grow the silicon ingots that are sliced into wafers for solar panels. (1/3)🧵

2026.10.21 13:00

WHAT 1,730 CRYSTAL PULLERS TELL US ABOUT MUSK’S 20 GW PLAN: Musk says SpaceX has a “highly proprietary” plan to add 20 GW of power by end-2027, beyond just gas turbines. Solar is a part of it and things are moving. China shipped 1,730 crystal pullers to the US in Jul–Sep 2026, vs. 15 in the prior 18 months. Pullers grow the silicon ingots that are sliced into wafers for solar panels. (1/3)🧵